Wall St Gunslinger

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Defining My Fat Pitch
Focusing in on where I feel like I can hit .400
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Michael Kandolin
1
NVR: The Dell Computer of Homebuilding
Listen now (51 mins) | What is there to love about a slow moving, consistent homebuilder who has CAGRd earnings at 30% for the last decade? Short…
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Michael Kandolin
August 2023
Amazon Musings
“Will you choose a life of ease, or a life of service and adventure?” - Jeff Bezos
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Michael Kandolin
2
You Probably Need More Cash
Investing isn't the same as saving cash but it was easy to convince myself otherwise.
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Michael Kandolin
Keeping Emotions in Check, Frontier Update, and Big Variables for OXY
Listen now (46 mins) | A jam-packed episode and I got three topics on deck for you. 1) Controlling emotions during price declines 2) Talking about…
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Michael Kandolin
1
Occidental Thoughts
I've owned the name for about a year now, here is my current stance and the variables I believe will drive future returns
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Michael Kandolin
Frontier Temperature Check
A small check in on a company that has had a lot of real estate in my mind recently, centered around one thing: the debt loa and
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Michael Kandolin
2
Back In The Saddle
Refreshed and ready to rock
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Michael Kandolin
2
June 2023
FG Financial: A Hidden Spawner
A small financial company underwriting conservative reinsurance and chasing power laws through merchant banking partnerships and sponsoring SPACs.
 • 
Michael Kandolin
3
Lifting the Curtain
Allow me to reintroduce myself.
 • 
Michael Kandolin
5
CNX: An Outsider in The Making?
They define success as generating and growing FCF per share, 30% of the company has been bought back in 2.5 years, and the Chairman wrote The Outsiders…
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Michael Kandolin
11
May 2023
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